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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Keystone Wealth Services
Palm Desert,
California
| $369M | -$8.35M | -2% | 2.89% | 91.1% | 273 | 7.69% | 2 |
|
| 3852 |
3852
BigSur Wealth Management
Miami,
Florida
| $369M | +$19.2M | +5% | 0.43% | 94.8% | 160 | 10% | 4 |
|
| 3853 |
3853
Park Place Capital
Homewood,
Alabama
| $369M | +$11.7M | +3% | 1.44% | 60% | 885 | 15.71% | 1.8 |
|
| 3854 |
3854
Davidson Capital Management
Corpus Christi,
Texas
| $369M | -$11.2M | -3% | 3.35% | 79.4% | 96 | 27.08% | 2.4 |
|
| 3855 |
TPWM
3855
Twelve Points Wealth Management
Concord,
Massachusetts
| $369M | +$20.7M | +6% | 1.1% | 56.8% | 186 | 10.75% | 2.5 |
|
| 3856 |
3856
Aries Wealth Management
Portland,
Maine
| $368M | +$5.07M | +1% | 0.33% | 87.7% | 237 | 10.55% | 2.3 |
|
| 3857 |
3857
Sanchez Wealth Management Group
Jacksonville,
Florida
| $368M | +$2.18M | +0.6% | 3.45% | 61.1% | 50 | 10% | 3.5 |
|
| 3858 |
3858
Magnolia Capital Advisors
Jackson,
Mississippi
| $368M | -$18.4M | -5% | 1.45% | 78.7% | 239 | 9.21% | 0.9 |
|
| 3859 |
3859
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $368M | -$13M | -3% | 1.37% | 93.1% | 185 | 11.89% | 1 |
|
| 3860 |
3860
Safeguard Investment Advisory Group
Corona,
California
| $368M | +$3.43M | +0.9% | 4.35% | 84.3% | 143 | 19.58% | 2.2 |
|
| 3861 |
3861
Virtus Investment Advisers
Hartford,
Connecticut
| $368M | +$240M | +188% | 1.68% | 172% | 710 | 91.69% | 0.1 |
|
| 3862 |
3862
EAM Global Investors
Solana Beach,
California
| $367M | -$190M | -34% | 18.3% | 2,399% | 163 | 76.69% | 0.2 |
|
| 3863 |
3863
Freshford Capital Management
Rye Brook,
New York
| $367M | +$16.6M | +5% | 8.17% | 97.3% | 21 | 42.86% | 0.6 |
|
| 3864 |
3864
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $367M | -$98.3M | -21% | 34% | 129% | 177 | 42.94% | 0.8 |
|
| 3865 |
3865
Smith & Howard Wealth Management
Atlanta,
Georgia
| $367M | +$13.3M | +4% | 0.23% | 43.8% | 86 | 8.14% | 4.6 |
|
| 3866 |
3866
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $367M | +$12.4M | +4% | 1.73% | 56.7% | 330 | 12.12% | 2.8 |
|
| 3867 |
3867
Addison Advisors
Middlebury,
Vermont
| $367M | +$7.03M | +2% | 0.53% | 54.5% | 886 | 10.5% | 2.5 |
|
| 3868 |
3868
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $366M | -$24M | -6% | 1.24% | 82.6% | 181 | 3.31% | 5.9 |
|
| 3869 |
3869
Atlas Venture Advisors
Boston,
Massachusetts
| $366M | -$97.4M | -21% | 16.8% | 34.6% | 4 | 0% | 5 |
|
| 3870 |
3870
Great Diamond Partners
Portland,
Maine
| $366M | -$20.8M | -5% | 2.09% | 86.1% | 200 | 18% | 3.2 |
|
| 3871 |
3871
InvesTrust
Oklahoma City,
Oklahoma
| $366M | +$6.03M | +2% | 2.36% | – | 94 | 3.19% | 0.3 |
|
| 3872 |
3872
Lantz Financial
Naperville,
Illinois
| $365M | -$9.8M | -3% | 0.36% | 74.3% | 238 | 11.34% | 3.3 |
|
| 3873 |
PAS
3873
PKS Advisory Services
Albany,
New York
| $365M | -$34.5M | -9% | 3.16% | – | 273 | 20.15% | 0.2 |
|
| 3874 |
3874
UG Investment Advisers
Taipei,
Taiwan
| $365M | +$110M | +43% | 15.4% | 183% | 13 | 30.77% | 1.2 |
|
| 3875 |
3875
Capital City Trust
Tallahassee,
Florida
| $365M | -$35.8M | -9% | 1.19% | 98.5% | 121 | 9.92% | 7.1 |
|